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John M
CFP®, Series 65
Austin, TX
Crusonia Wealth Advisors LLC
John Mc Glothlin III is a CFP® with eight years of industry experience. He is currently with Crusonia Wealth Advisors LLC and previously worked at Southwest Retirement Advisors, LLC and Southwest Retirement Consultants. His background also includes a role at the Kelly School of Business, Indiana University. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities, providing wealth advisory services that include discretionary portfolio management, financial planning, and consulting. The firm employs a multi-disciplinary investment approach involving equities, fixed income, ETFs, mutual funds, alternative investments, and third-party managers, and is affiliated with Crusonia Tax Advisors for standalone tax preparation services.
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